WAYS TO GIVE
Donate online with your VISA, Mastercard or Discover card.
Cash or Check
Checks may be mailed to St. Mary’s Episcopal School
Attn: Business Office
505 E. Covell Road
Edmond, OK 73034
Definition: Marketable stocks, bonds, mutual funds.
Policy: Securities typically sold after receipt.
Valuation: Is the average of high and low stock price on gift date.
Note: Policies are in accordance with U.S. IRS regulations.
How to send gifts: Brokers may transfer by wire directly to the SMES account:
St. Mary's Episcopal School
DTC # 0221
Account # RQ 00565 MW
To mail or hand-deliver stock certificates, send unsigned and by registered mail to SMES. Send stock/bond power form separately from stock certificate (available from broker) to the Foundation. Signature on stock/bond power form must match title on certificate. All owners of stock must sign form.
Corporate Matching Gifts
Many organizations match charitable gifts of employees. Check with the Human Resources department at your company or your spouse’s company for a matching gift form.
Gifts to Endowments
Endowments are a permanent savings account for the school. Only the earnings of the endowment or a percentage of the endowment balance is used each year. Endowment gifts can be supplemental funding for essential budget items. Income from an endowment can keep the cost of a St. Mary’s education affordable. SMES has identified endowments as one of the fundraising priorities.
St. Mary’s currently has an endowment, designed to provide regular income to the school once it has reached its principal amount. This amount is determined by the Board of Directors. If you wish to give to the St. Mary’s endowment, simply indicate Endowment in the memo line of your check. Your gift will be deposited into the principal of the fund.
Make a gift to honor a loved one or special friend. Birthdays, anniversaries, Christmas, special event or in memory of an individual may all be occasions for a special gift. The donor will receive a gift acknowledgment and notification of the gift will be sent to the individual the donor designates
Naming opportunities are available in honor of donors who contribute a significant gift to St. Mary’s School. There are various opportunities to link names with special facilities or programs and each deserve special consideration.
Gifts of Real Estate or Art
Tangible personal property items are fully deductible at their fair market value.
You can support many specific programs or projects by donating restricted funds or giving through Gift-In-Kind. Areas of interest may include art, music, media center, physical wellness and special events.
While most people think of “planned giving” as a charitable gift made at the time of their death, it is certainly fulfilling to see your gift working while you are alive. In many cases, there may be tax benefits as well. Cash, appreciated securities, a bequest through a will, life insurance, charitable remainder trusts, or annuities, charitable lead trusts, and retained life estates, are all ways to make a planned gift to St. Mary’s School. As with all charitable gifts, donors should consult legal and financial counsel before entering into any agreement.
Gift of Life Insurance
The contribution of a life insurance policy can provide a significant gift and make an impact on future generations of St. Mary’s School. By designating St. Mary’s School as both the owner and beneficiary of the life insurance policy, the premiums are tax deductible to the donor.
After providing for the needs of your loved ones, you can leave a bequest to St. Mary’s School’s mission. By having your attorney prepare a new will or adding a supplement to your current will, you can make a gift of a specific dollar amount, asset, or percentage of the entire estate or the residual of your estate. Please contact your attorney and/or tax advisor before making any charitable gift.
Charitable Remainder Trusts
Charitable remainder trusts provide ways to make a gift that allows you to receive the income from a gifted asset for your lifetime or a specific time-period, not longer than twenty years. When the trust term ends, whatever remains in the trust is distributed to St. Mary’s School. Please contact your attorney, and/or tax advisor to determine if a charitable remainder trusts would fit your financial situation.